Colonial Trust Advisors
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Colonial Trust Advisors’s Sonoco SON Stock Holding History

Colonial Trust Advisors’s Portfolio SON Stock Details SON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$68.3K Sell
1,400
-60
-4% -$3.28K ﹤0.01% 332
2026
Q2 		$82.3K Buy
1,460
+60
+4% +$3.08K 0.01% 307
2026
Q1 		$75.7K Hold
1,400
– – 0.01% 303
2025
Q4 		$61.1K Hold
1,400
– – ﹤0.01% 322
2025
Q3 		$60.3K Hold
1,400
– – ﹤0.01% 320
2025
Q2 		$61K Hold
1,400
– – 0.01% 314
2025
Q1 		$66.1K Hold
1,400
– – 0.01% 304
2024
Q4 		$68.4K Sell
1,400
-202
-13% -$10.4K 0.01% 281
2024
Q3 		$87.5K Hold
1,602
– – 0.01% 277
2024
Q2 		$81.2K Hold
1,602
– – 0.01% 270
2024
Q1 		$92.6K Hold
1,602
– – 0.01% 257
2023
Q4 		$89.5K Hold
1,602
– – 0.01% 256
2023
Q3 		$87K Hold
1,602
– – 0.01% 257
2023
Q2 		$94.5K Hold
1,602
– – 0.01% 257
2023
Q1 		$97.7K Hold
1,602
– – 0.01% 257
2022
Q4 		$97.2K Buy
+1,602
New +$96.2K 0.01% 261
2018
Q2 		– Sell
-5,059
Closed -$245K – 153
2018
Q1 		$245K Buy
5,059
+210
+4% +$10.7K 0.05% 143
2017
Q4 		$257K Buy
+4,849
New +$254K 0.04% 148

Other funds holding SON

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Colonial Trust Advisors's SON Position: Q3 2026 in Review

Colonial Trust Advisors reduced its Sonoco (SON) stake by 4.1% in Q3 2026, selling an estimated $3.28K and leaving 1,400 shares worth $68.3K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Colonial Trust Advisors first reported a position in SON in Q4 2017 and has held it in 18 quarters since. The position peaked at $257K in Q4 2017. 420 funds tracked by Wall St. Rank hold SON as of Q3 2026.

  • Colonial Trust Advisors held 1,400 shares of Sonoco worth $68.3K as of Q3 2026.
  • Colonial Trust Advisors sold 60 Sonoco shares in Q3 2026, an estimated $3.28K.
  • Sonoco made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q3 2026, its #332 holding.
  • Colonial Trust Advisors first reported a position in Sonoco in Q4 2017 and has held it in 18 quarters since.
  • Colonial Trust Advisors's Sonoco position peaked at $257K in Q4 2017.
  • 420 funds tracked by Wall St. Rank held Sonoco as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.